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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,314 | $50,958+30.1% | $74,552-11.0% | $64,181+3.3% |
| Participation rate | 42.1% | 61.1%-19.0pp | 69.1%-27.0pp | 69.6%-27.5pp |
| Annual return | 9.06% | -1.86%+10.9pp | 32.53%-23.5pp | 7.63%+1.4pp |
| Employer contribution / active EE | $927 | $1,115-16.9% | $1,961-52.7% | $2,381-61.1% |
| Participant deferral / active EE | $1,704 | $2,301-25.9% | $3,108-45.2% | $3,470-50.9% |
| Admin fee / account holder | $588 | $4,223-86.1% | $5,060-88.4% | $4,887-88.0% |